Falcon Wealth Planning Schwab Strategic Tr Us Emergin Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Falcon Wealth Planning holds 20,575 shares of SCHE stock, worth $575,482. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,575
Previous 20,575
-0.0%
Holding current value
$575,482
Previous $600,000
8.83%
% of portfolio
0.07%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding SCHE
# of Institutions
829Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.3 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.4 Million0.14% of portfolio